Idex (IEX) Return on Assets [ROA] (2010 - 2026)
Idex (IEX) posted Return on Assets [ROA] of 7.50% for Q2 2026, up 0.64 percentage points from 6.86% a year earlier and up 0.18 percentage points from the prior quarter.
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Analysis
Idex (IEX) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2025, Idex's Return on Assets [ROA] came in at 7.06%, down 0.94 percentage points from FY2024.
- Annual Return on Assets [ROA] has declined for three consecutive years, with a five-year change of -2.12 percentage points (FY2020 to FY2025).
- In prior years, Idex's Return on Assets [ROA] was 8.00% in FY2024 (-2.47 pp), 10.47% in FY2023 (-0.78 pp), 11.25% in FY2022 (+1.62 pp) and 9.63% in FY2021 (+0.45 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Assets [ROA] since Q3 2024.
- On a year-over-year basis, Return on Assets [ROA] increased in two of the last eight quarters, with an average year-over-year change of -1.52 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2022, with a gain of 2.78 percentage points; the weakest was Q3 2024, with a drop of 3.23 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 7.32% (Q1 2026), 6.94% (Q4 2025) and 6.90% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 372.79 Bn | 344.49 Bn | 7.76 Bn | 10.94% |
| 2 | Amphenol | 207.98 Bn | 202.68 Bn | 3.55 Bn | 11.93% |
| 3 | Deere | 181.02 Bn | 189.78 Bn | 4.66 Bn | 4.54% |
| 4 | Eaton | 166.86 Bn | 164.09 Bn | 2.86 Bn | 6.89% |
| 5 | Parker-Hannifin | 120.45 Bn | 118.58 Bn | 2.25 Bn | 11.86% |
| 6 | Vertiv Holdings | 92.94 Bn | 83.56 Bn | 1.23 Bn | 11.82% |
| 7 | Emerson Electric | 86.56 Bn | 79.32 Bn | 2.66 Bn | 6.12% |
| 8 | 3M | 84.72 Bn | 66.18 Bn | 2.68 Bn | 8.56% |
| 9 | Illinois Tool Works | 73.32 Bn | 69.88 Bn | 1.90 Bn | 19.50% |
| 10 | Idex | 16.81 Bn | 14.43 Bn | 426.80 Mn | 7.50% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.50% |
| Mar 31, 2026 | 7.32% |
| Dec 31, 2025 | 6.94% |
| Sep 30, 2025 | 6.90% |
| Jun 30, 2025 | 6.86% |
| Mar 31, 2025 | 7.07% |
| Dec 31, 2024 | 7.36% |
| Sep 30, 2024 | 7.61% |
| Jun 30, 2024 | 9.83% |
| Mar 31, 2024 | 9.82% |
| Dec 31, 2023 | 10.33% |
| Sep 30, 2023 | 10.84% |
| Jun 30, 2023 | 10.32% |
| Mar 31, 2023 | 10.50% |
| Dec 31, 2022 | 11.28% |
| Sep 30, 2022 | 11.74% |
| Jun 30, 2022 | 10.34% |
| Mar 31, 2022 | 9.61% |
| Dec 31, 2021 | 9.20% |
| Sep 30, 2021 | 8.96% |
API Access
Idex Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IEX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "IEX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IEX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();